Current jobs related to Portfolio Monitoring Lead - Vancouver, British Columbia - Nicola Wealth

  • IT Portfolio Management Lead

    4 days ago

    Vancouver, British Columbia, Canada Seaspan Full time

    About the RoleThe Manager, Planning and Portfolio Management will oversee the development and management of Seaspan's IT portfolio management practice. This leader will be responsible for establishing project management methodologies, processes, and tools to deliver technology projects and change across the Seaspan Marine Group of companies.Key...

  • IT Portfolio Management Lead

    1 month ago

    Vancouver, British Columbia, Canada Seaspan ULC Full time

    Job DescriptionThe Manager, Planning & Portfolio Management will be responsible for the development and establishment of SMG's IT portfolio management practice. This role provides leadership in the establishment of project management methodologies, processes, and tools to drive business growth and efficiency.Key Responsibilities:Develop and implement project...

  • IT Portfolio Management Lead

    1 month ago

    Vancouver, British Columbia, Canada Seaspan ULC Full time

    Job DescriptionThe Manager, Planning & Portfolio Management will be responsible for the development and establishment of SMG's IT portfolio management practice. This role provides leadership in the establishment of project management methodologies, processes, and tools to drive business growth and efficiency.Key Responsibilities:Develop and implement project...

  • Application Portfolio Management Lead

    3 weeks ago

    Vancouver, British Columbia, Canada NTT DATA Full time

    Req ID: 299516NTT DATA is seeking an experienced Application Portfolio Management Lead to drive the rationalization of our application, technology, and digital product portfolios.This role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk perspectives and providing key insights that create...

  • Application Portfolio Management Lead

    3 weeks ago

    Vancouver, British Columbia, Canada NTT DATA Services Full time

    Req ID: NTT DATA is seeking a highly skilled Application Portfolio Management Lead to join our team in Vancouver, British Columbia, Canada. As a key member of our organization, you will be responsible for driving the rationalization of our application, technology, and digital product portfolios.This role is critical in optimizing our integrated portfolio by...

  • Application Portfolio Optimization Lead

    6 days ago

    Vancouver, British Columbia, Canada NTT DATA Full time

    Req ID: 299516NTT DATA is seeking an exceptional Application Portfolio Management Lead to join our team in Vancouver, British Columbia, Canada.This role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk perspectives.Key Responsibilities and DutiesPortfolio Rationalization/Optimization: Lead...

  • Application Portfolio Management Lead

    3 weeks ago

    Vancouver, British Columbia, Canada NTT DATA Services Full time

    Req ID: 299516 NTT DATA is seeking a highly skilled Application Portfolio Management Lead to join our team in Vancouver, British Columbia, Canada. This role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk perspectives and providing key insights that create value.Key Responsibilities and...

  • Application Portfolio Management Lead

    3 weeks ago

    Vancouver, British Columbia, Canada NTT DATA Services Full time

    Req ID: 299516 NTT DATA is seeking a highly skilled Application Portfolio Management Lead to join our team in Vancouver, British Columbia (CA), Canada (CA). This role is critical in optimizing our integrated portfolio: combining analysis of business, financial, technology, and risk perspectives and providing key insights that create value.Key...

  • Application Portfolio Management Lead

    3 weeks ago

    Vancouver, British Columbia, Canada NTT DATA Services Full time

    Req ID: 299516 NTT DATA is seeking a highly skilled Application Portfolio Management Lead to join our team in Vancouver, British Columbia, Canada. This role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk perspectives.Key Responsibilities and DutiesPortfolio Rationalization/Optimization:...

  • Application Portfolio Management Lead

    4 weeks ago

    Vancouver, British Columbia, Canada NTT DATA Services Full time

    Job Summary:NTT DATA Services is seeking a highly skilled Application Portfolio Management Lead to drive the rationalization of our application, technology, and digital product portfolios. This role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk perspectives and providing key insights...

  • IT Portfolio Manager

    3 weeks ago

    Vancouver, British Columbia, Canada Seaspan Full time

    The Strategic Portfolio Director will lead the development and establishment of Seaspan's IT portfolio management practice. This role provides leadership in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects and change across the Seaspan Marine Group of companies.Key Responsibilities:Drive...

  • Digital Portfolio Sales Lead

    4 weeks ago

    Vancouver, British Columbia, Canada Randstad Full time

    Join Randstad Digital as a Portfolio Client PartnerRandstad, the world's leading partner for talent, is investing in a Portfolio Client Partner for our Randstad Digital specialty. As a key member of our team, you will be responsible for leading a high-performing sales team that supports a large portfolio of accounts within a specific industry vertical.You...

  • Digital Portfolio Sales Lead

    4 weeks ago

    Vancouver, British Columbia, Canada Randstad Full time

    Join Randstad Digital as a Portfolio Client PartnerRandstad, the world's leading partner for talent, is investing in a Portfolio Client Partner for our Randstad Digital specialty. As a key member of our team, you will be responsible for leading a high-performing sales team that supports a large portfolio of accounts within a specific industry vertical.You...

  • Digital Portfolio Sales Lead

    2 months ago

    Vancouver, British Columbia, Canada Randstad Full time

    Job Title: Portfolio Client PartnerRandstad, the world's leading partner for talent, is investing in a Portfolio Client Partner for our Randstad Digital specialty. This role is responsible for leading a high-performing sales team that supports a large portfolio of accounts within a specific industry vertical.Key Responsibilities:Lead a high-performing sales...

  • Digital Portfolio Sales Lead

    1 month ago

    Vancouver, British Columbia, Canada Randstad Full time

    Job Title: Portfolio Client PartnerRandstad, the world's leading partner for talent, is investing in a Portfolio Client Partner for our Randstad Digital specialty. This role is responsible for leading a high-performing sales team that supports a large portfolio of accounts within a specific industry vertical.Key Responsibilities:Lead a high-performing sales...

  • IT Portfolio Management Director

    2 weeks ago

    Vancouver, British Columbia, Canada Seaspan Full time

    The Director of IT Portfolio Management will play a key role in the creation and governance of Seaspan's IT portfolio management practice. They will provide strategic leadership in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects and change across the organization.Key...

  • IT Portfolio Manager

    1 month ago

    Vancouver, British Columbia, Canada Seaspan Full time

    Job Title: Manager, Planning and Portfolio ManagementThe Manager, Planning and Portfolio Management will be responsible for driving the development and establishment of Seaspan's IT portfolio management practice. This role will provide leadership in establishing project management methodologies, processes, and tools to effectively deliver technology projects...

  • IT Portfolio Manager

    1 month ago

    Vancouver, British Columbia, Canada Seaspan Full time

    Job Title: Manager, Planning and Portfolio ManagementThe Manager, Planning and Portfolio Management will be responsible for driving the development and establishment of Seaspan's IT portfolio management practice. This role will provide leadership in establishing project management methodologies, processes, and tools to effectively deliver technology projects...

  • IT Portfolio Manager

    1 month ago

    Vancouver, British Columbia, Canada Seaspan Full time

    Job Title: Manager, Planning and Portfolio ManagementThe Manager, Planning and Portfolio Management will be responsible for the development and establishment of Seaspan's IT portfolio management practice. This role will provide leadership in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects...

  • IT Portfolio Manager

    1 month ago

    Vancouver, British Columbia, Canada Seaspan Full time

    Job Title: Manager, Planning and Portfolio ManagementThe Manager, Planning and Portfolio Management will be responsible for the development and establishment of Seaspan's IT portfolio management practice. This role will provide leadership in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects...

Portfolio Monitoring Lead

2 months ago

Vancouver, British Columbia, Canada Nicola Wealth Full time $150,000 - $200,000
Job Title: Portfolio Monitoring Lead

At Nicola Wealth, we are seeking a highly skilled Portfolio Monitoring Lead to join our Private Capital team. As a key member of our team, you will be responsible for leading the optimization of portfolio monitoring processes and procedures across Private Capital.

Key Responsibilities:
  • Lead the creation of a centralized Private Capital Portfolio Monitoring team, scaling the operational needs of the investment teams.
  • Establish appropriate processes and systems to drive consistent reporting, cashflow forecasting and cash management, portfolio and risk analytics, internal and external presentations, etc.
  • Coordinate the execution of marketing content, facilitating engagement with the appropriate internal stakeholders (Marketing, Compliance etc.).
  • Lead the implementation and adoption of systems that improve the investment process for Private Capital, for example, the new IBOR (SimCorp Dimensions).
  • Day to day leadership and oversight of the portfolio monitoring team.
  • Collaborate within Private Capital across verticals and with Business Management and Leadership to ensure successful delivery of objectives.
  • Collaborate and provide a critical connection point between Private Capital and other teams across the firm including Fund Administration, Asset Management Operations, Marketing, etc.
Requirements:
  • Completion of an undergraduate degree in business/accounting/finance.
  • A minimum of 10 years of front or middle-office experience in private markets, portfolio monitoring, risk management or another relevant field.
  • You have a passion for Asset Management, driving operational effectiveness and portfolio monitoring.
  • You have an exceptional understanding of performance measurement and portfolio analytics.
  • Proven credit or equity investment monitoring and risk assessment skills.
  • You have proven ability to lead others to achieve high performance.
  • You have excellent written and verbal communication skills in English.
  • You have exceptional attention to detail and project management skills.
  • CFA, CPA, MBA, or CBV (either completed or in progress) is considered an asset.
  • Experience across credit and equity markets and strategies is considered an asset.
What We Offer:

This position comes with a base salary range of $150,000 - $200,000 plus a competitive performance bonus and participation in our profit-sharing program.

All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.